BAS4 FINANCIAL SERVICES

Mission Statement

Skilled advice leads to informed decisions on any financial matter, from opening a bank account to buying a house, establishing a business, setting up a trust or investing a large sum of money.
Financial planning is a process not a product Only a long-term partnership will enable us to fully understand our client’s needs.
Through sound advice, exceptional service and reliable people, you will achieve outstanding results.
Trust BAS4 Financial Services with Broker Advisory Solutions for Creating and Maintaining Wealth.

Compliance

According to FAIS, FSP’s - Financial Service Providers such as ourselves are registered with the "FSB" (Financial Services Board). BAS4’s registration number being: 14955.
We also comply with all the regulated qualifications and experience stipulated in the act, to provide informative, transparent and honest advice. All our recommendations are in writing to ensure no misunderstanding between ourselves and our clients. Our sales processes are supported by ongoing monitoring to ensure that the financial goals are met.

Introduction

At BAS4 Financial Services we pride ourselves in having our client's best interest at heart and by giving sound  Financial advice.
Our work ethic lays down a strong foundation on which we can build a life time relationship with our clients, not only from a Medical Aid point of view but also with regards to Life Assurance, Personalized financial Planning, Short Term Insurance, Investments, Estate Planning and Personal Tax ... all this within a common goal: Striving to provide above average services complete with Comprehensive Financial Scenario Planning.

With BAS4, you can entrust us with your financial affairs, and the peace of mind that we will provide you with the appropriate solutions to suite your specific needs. BAS4 offers personal and professional services, based on an Appropriate advice approach, adopted by FAIS The Financial Advisers and Intermediaries Services Act of 2002.

Financial Advisor in Gauteng

We have sound links to national health incurance companies like Santam, Momentum, Hollard, Mutual & Federal providing personal household insurance or even commercial business asset risk management services. We engage with companies and provide employee benefits, pension funds or provident funds with group life cover. We pride ourselves in managing disability schemes, medical schemes like Oxygen and do other services like estate planning, succession planning setting up trusts and do tax planning and associated services.Our services include retirement planning, consulting with pention funds, investments, assisting with structuring your savings. We are dealing with wills and can setup trusts in your name. We are situated in Sports street Benoni, South Africa

Tel          -              086 144 2274

e-mail   -              service@bas4fs.co.za